Join hosts Caroline and Zack this week for an essential episode on preparing for open enrollment season. They dive deep into what employees should be considering, from understanding different coverage options to assessing personal health needs and financial goals. The hosts discuss the importance of having open conversations with family and HR, emphasizing how to ask the right questions and gather the information necessary for informed decision-making.

They also provide practical tips on how to enroll in the coverage you choose, including deadlines to watch for and resources that can simplify the process. Whether you're a first-time enroller or a seasoned pro, this episode is packed with insights to help you navigate open enrollment with confidence and clarity. Don’t miss it!

In this week's episode Caroline and Zack sit down with James Slotnick Vice President Government Relations and Sustainability at Sun Life U.S. and discuss how this year's upcoming election will impact employee benefits.

They dive into topics that have impacted the industry in 2024 and, long term disability and mental health parity, and the inflation reduction act. Slotnick will provide his expertise on these topics and dive us into the political side of the topics.

Tune in this week for an episode you don't want to miss!

In this week's episode, your hosts Caroline and Zach will review the basics of a Flexible Spending Account. They will explain the nuances of an FSA and the differences between an FSA and HSA. You will the learn how an FSA will help you save money on eligible medical, dental, vision expenses and the use-it-or-lose-it rule with an FSA. Tune in this week to learn more!